Platform Technology Partners
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Platform Technology Partners reported 218 stock positions worth $330.1 million. Its top holding was Apple (AAPL) at 9.8% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Amazon.com (AMZN, 3.6%). Compared with Q3 2024, it opened 12 new positions, sold out of 18, added to 86 and reduced 80. The biggest buy was a new position in Eaton Vance SHRT Dur (EVSD) and the biggest sale an exit from JPMorgan Short Duration Core (JSCP).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001830817
- Portfolio Value
- $330.1M (Q4 2024)
- SEC Filing
- 0001830817-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 218 stocks · $330.1M
| AAPL Apple Inc. | 9.81% | 129,279 | $32.4M | Reduce -2.8% |
| MSFT Microsoft Corp. | 4.74% | 37,155 | $15.7M | Add +1.8% |
| AMZN Amazon.com Inc. | 3.57% | 53,783 | $11.8M | Reduce -0.9% |
| APO Apollo Global Management Inc. | 3.10% | 61,978 | $10.2M | Reduce -8.6% |
| NVDA Nvidia Corp. | 2.98% | 73,270 | $9.8M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 2.30% | 278,382 | $7.6M | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 2.25% | 12,591 | $7.4M | Add +26.4% |
| EVSD Eaton Vance SHRT Dur Inc. | 2.10% | 137,628 | $6.9M | New |
| JPM JPMorgan Chase & Co. | 1.97% | 27,158 | $6.5M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 13,743 | $6.2M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 1.68% | 9,482 | $5.6M | Reduce -0.0% |
| FTRB Fed Hermes TTL RTRN BND | 1.46% | 195,687 | $4.8M | Add +33.7% |
| GOOGL Alphabet Inc. Class A | 1.39% | 24,214 | $4.6M | Add +1.1% |
| TSLA Tesla Inc. | 1.38% | 11,299 | $4.6M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.31% | 22,662 | $4.3M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 7,125 | $4.2M | Add +0.6% |
| HD Home Depot Inc. | 1.04% | 8,806 | $3.4M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.03% | 3,704 | $3.4M | Reduce -1.1% |
| CVX Chevron Corp. | 1.01% | 22,971 | $3.3M | Add +0.1% |
| JNJ Johnson & Johnson | 1.00% | 22,909 | $3.3M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.00% | 8,007 | $3.3M | Add +27.3% |
| BX Blackstone Inc. | 0.99% | 18,967 | $3.3M | Reduce -0.1% |
| TY Tri-Continental Corp. | 0.94% | 97,531 | $3.1M | Add +69.0% |
| V Visa Inc. Class A | 0.94% | 9,774 | $3.1M | Add +0.8% |
| DFAS Dimensional US Small Cap ETF | 0.93% | 47,302 | $3.1M | Add +9.7% |
| GS Goldman Sachs Group Inc. | 0.91% | 5,266 | $3.0M | Add +1.0% |
| RTX RTX Corp. | 0.90% | 25,573 | $3.0M | Reduce -0.3% |
| FMHI First Trust Municipal High I | 0.88% | 60,329 | $2.9M | Add +1.4% |
| BA The Boeing Co. | 0.86% | 16,120 | $2.9M | Add +31.5% |
| VOO Vanguard S&P 500 ETF | 0.85% | 5,209 | $2.8M | Add +2.3% |
| VYM Vanguard High DVD Yield ETF | 0.85% | 21,996 | $2.8M | No change |
| PEP Pepsico Inc. | 0.79% | 17,200 | $2.6M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.78% | 15,264 | $2.6M | Add +0.4% |
| MCD McDonald's Corp. | 0.75% | 8,582 | $2.5M | Reduce -0.3% |
| CB Chubb Ltd. | 0.75% | 8,969 | $2.5M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.72% | 33,126 | $2.4M | Add +0.2% |
| WMB Williams Cos Inc. | 0.70% | 42,494 | $2.3M | Add +0.6% |
| WMT Walmart Inc. | 0.66% | 24,285 | $2.2M | Reduce -4.8% |
| LMT Lockheed Martin Corp. | 0.61% | 4,166 | $2.0M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.61% | 3,975 | $2.0M | Reduce -2.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.60% | 24,320 | $2.0M | Reduce -21.8% |
| SBUX Starbucks Corp. | 0.59% | 21,473 | $2.0M | Add +0.0% |
| ABFL Abacus FCF Leaders ETF | 0.59% | 29,271 | $1.9M | Reduce -2.2% |
| CRM Salesforce Inc. | 0.59% | 5,819 | $1.9M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.58% | 8,355 | $1.9M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 3,618 | $1.8M | Add +2.0% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 11,057 | $1.8M | Reduce -29.1% |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.56% | 73,758 | $1.8M | Reduce 0.0% |
| DUK Duke Energy Corp. | 0.55% | 16,816 | $1.8M | Add +1.6% |
| AMGN Amgen Inc. | 0.53% | 6,767 | $1.8M | Add +3.8% |
| SPGI S&P Global Inc. | 0.53% | 3,509 | $1.7M | Add +1.8% |
| NKE Nike Inc. Class B | 0.53% | 22,968 | $1.7M | Add +72.3% |
| MA Mastercard Inc. Class A | 0.52% | 3,234 | $1.7M | No change |
| ORCL Oracle Corp. | 0.52% | 10,209 | $1.7M | Add +1.5% |
| MDT Medtronic PLC | 0.51% | 20,952 | $1.7M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.51% | 2,165 | $1.7M | Add +0.6% |
| ABBV Abbvie Inc. | 0.50% | 9,205 | $1.6M | Reduce -9.5% |
| FSIG FT Ltd. Duration Inv Grade | 0.48% | 84,639 | $1.6M | Add +26.9% |
| XOM Exxon Mobil Corp. | 0.47% | 14,373 | $1.5M | Add +30.5% |
| CL Colgate-Palmolive Co. | 0.44% | 15,851 | $1.4M | Add +2.8% |
| COP Conocophillips | 0.42% | 13,907 | $1.4M | Add +3.6% |
| BMY Bristol-Myers Squibb Co. | 0.41% | 24,190 | $1.4M | Add +0.3% |
| DES Wisdomtree US Smallcap Divid | 0.41% | 39,781 | $1.4M | No change |
| GLD SPDR Gold Shares | 0.41% | 5,611 | $1.4M | Reduce -11.7% |
| STZ Constellation Brands Inc. Class A | 0.41% | 6,061 | $1.3M | Add +3.7% |
| ET Energy Transfer LP | 0.40% | 67,299 | $1.3M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.39% | 12,918 | $1.3M | Add +7.5% |
| NFLX Netflix Inc. | 0.38% | 1,411 | $1.3M | Reduce -2.8% |
| VZ Verizon Communications Inc. | 0.38% | 31,267 | $1.3M | Reduce -3.7% |
| FPEI First Trust Institutional PR | 0.37% | 65,455 | $1.2M | Reduce -24.6% |
| BIV Vanguard Intermediate-Term B | 0.37% | 16,199 | $1.2M | Reduce -21.0% |
| CLX Clorox Company | 0.37% | 7,438 | $1.2M | Add +2.9% |
| HGER Harbor Commodity All Weather | 0.36% | 53,804 | $1.2M | Add +25.9% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 24,749 | $1.2M | Add +26.2% |
| RDVY First Trust Rising Dividend | 0.35% | 19,578 | $1.2M | Add +26.6% |
| HON Honeywell International Inc. | 0.35% | 5,106 | $1.2M | Reduce -2.5% |
| DVY iShares Select Dividend ETF | 0.35% | 8,698 | $1.1M | No change |
| IHDG Wisdomtree International Hed | 0.34% | 26,131 | $1.1M | Add +26.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 6,501 | $1.1M | Reduce -18.6% |
| NOBL Proshares S&P 500 Dividend A | 0.33% | 10,893 | $1.1M | Reduce -4.1% |
| DLN Wisdomtree US Largecap Divid | 0.32% | 13,597 | $1.1M | Reduce -20.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 3,989 | $1.1M | Add +14.3% |
| AXP American Express Co. | 0.31% | 3,484 | $1.0M | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 8,304 | $1.0M | Reduce -0.5% |
| D Dominion Energy Inc. | 0.30% | 18,330 | $987K | Add +5.2% |
| PM Philip Morris International | 0.29% | 8,003 | $963K | Add +8.5% |
| GEV GE Vernova Inc. | 0.27% | 2,744 | $903K | Reduce -29.2% |
| XLE SS Energy Select Sector | 0.27% | 10,420 | $893K | Add +40.0% |
| DON Wisdomtree US Midcap Dividen | 0.27% | 17,251 | $879K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.27% | 12,698 | $875K | Add +9.9% |
| ABT Abbott Laboratories | 0.26% | 7,579 | $857K | Reduce -2.2% |
| PCT Purecycle Technologies Inc. | 0.26% | 82,659 | $847K | Reduce -22.9% |
| CAAA First Trust Aaa CMBS ETF-Usd | 0.26% | 41,784 | $843K | New |
| CAT Caterpillar Inc. | 0.25% | 2,292 | $832K | No change |
| IWO iShares Russell 2000 Growth | 0.25% | 2,849 | $820K | Add +44.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.24% | 10,670 | $808K | Add +11.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 17,776 | $781K | Reduce -9.8% |
| EPD Enterprise Products Partners | 0.24% | 24,758 | $776K | Add +0.1% |
| HYFI AB High Yield ETF filed as AB ACTIVE ETFS INC | 0.23% | 20,787 | $767K | Add +56.1% |
| ED Consolidated Edison Inc. | 0.23% | 8,351 | $745K | Add +0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| JSCP JPMorgan Short Duration Core | Sold out | 0.00% | −1.87 |
| GE General Electric | Reduce -29.1% | 0.56% | −0.37 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.21 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -21.8% | 0.60% | −0.21 |
| JNJ Johnson & Johnson | Reduce -2.0% | 1.00% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 1.89% | −0.16 |
| FPEI First Trust Institutional PR | Reduce -24.6% | 0.37% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -2.7% | 0.61% | −0.14 |
| BIV Vanguard Intermediate-Term B | Reduce -21.0% | 0.37% | −0.14 |
| RUM Rum Group Inc. | Sold out | 0.00% | −0.14 |
| ABBV Abbvie Inc. | Reduce -9.5% | 0.50% | −0.14 |
| DRVN Driven Brands Holdings Inc. | Reduce -62.0% | 0.09% | −0.13 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.13 |
| PEP Pepsico Inc. | Reduce -0.0% | 0.79% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.6% | 0.33% | −0.10 |
| DLN Wisdomtree US Largecap Divid | Reduce -20.0% | 0.32% | −0.10 |
| CRMT America's Car-Mart Inc. | Sold out | 0.00% | −0.10 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.09 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.09 |
| RTX RTX Corp. | Reduce -0.3% | 0.90% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -3.7% | 0.38% | −0.08 |
| UNP Union Pacific Corp. | Reduce -1.4% | 0.58% | −0.08 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.08 |
| CDW CDW Corp. | Sold out | 0.00% | −0.08 |
| KR Kroger Co. | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -11.7% | 0.41% | −0.07 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.75% | −0.07 |
| CB Chubb Ltd. | Reduce -0.5% | 0.75% | −0.07 |
| EIX Edison International | Sold out | 0.00% | −0.07 |
| IT Gartner Inc. | Sold out | 0.00% | −0.07 |
| GEHC GE Healthcare Technology | Reduce -28.9% | 0.09% | −0.07 |
| PCT Purecycle Technologies Inc. | Reduce -22.9% | 0.26% | −0.06 |
| RACE Ferrari NV | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -21.3% | 0.14% | −0.06 |
| ELV Elevance Health Inc. | Reduce -26.9% | 0.06% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -4.1% | 0.33% | −0.05 |
| TGT Target Corp. | Reduce -9.3% | 0.16% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -28.6% | 0.07% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -13.0% | 0.14% | −0.05 |
| GEV GE Vernova Inc. | Reduce -29.2% | 0.27% | −0.04 |
| WRB WR Berkley Corp. | Reduce -28.7% | 0.08% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.1% | 0.15% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.4% | 0.09% | −0.03 |
| IYR iShares US Real Estate ETF | Reduce -20.0% | 0.07% | −0.03 |
| TAFI AB Tax Aware Short Dur Muni | Reduce 0.0% | 0.56% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.0% | 1.68% | −0.03 |
| ABFL Abacus FCF Leaders ETF | Reduce -2.2% | 0.59% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| EVSD Eaton Vance SHRT Dur Inc. | New | 2.10% | +2.10 |
| IVV iShares Core S&P 500 ETF | Add +26.4% | 2.25% | +0.44 |
| BA The Boeing Co. | Add +31.5% | 0.86% | +0.40 |
| TY Tri-Continental Corp. | Add +69.0% | 0.94% | +0.34 |
| FTRB Fed Hermes TTL RTRN BND | Add +33.7% | 1.46% | +0.28 |
| CAAA First Trust Aaa CMBS ETF-Usd | New | 0.26% | +0.26 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +27.3% | 1.00% | +0.24 |
| NVDA Nvidia Corp. | Add +0.3% | 2.98% | +0.19 |
| NKE Nike Inc. Class B | Add +72.3% | 0.53% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.39% | +0.14 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.13% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +1.0% | 0.91% | +0.10 |
| V Visa Inc. Class A | Add +0.8% | 0.94% | +0.10 |
| WMB Williams Cos Inc. | Add +0.6% | 0.70% | +0.09 |
| XPO Xpo Inc. | New | 0.09% | +0.09 |
| FSIG FT Ltd. Duration Inv Grade | Add +26.9% | 0.48% | +0.08 |
| HYFI AB High Yield ETF | Add +56.1% | 0.23% | +0.07 |
| TEAM Atlassian Corp. Class A | New | 0.07% | +0.07 |
| IWO iShares Russell 2000 Growth | Add +44.0% | 0.25% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.07% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +100.5% | 0.14% | +0.07 |
| LNG Cheniere Energy Inc. | New | 0.07% | +0.07 |
| WBS Webster Financial Corp. | New | 0.07% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +10.2% | 2.30% | +0.07 |
| XLE SS Energy Select Sector | Add +40.0% | 0.27% | +0.06 |
| IJR iShares Core S&P Small-Cap E | New | 0.06% | +0.06 |
| RDVY First Trust Rising Dividend | Add +26.6% | 0.35% | +0.06 |
| SRE Sempra | New | 0.06% | +0.06 |
| ET Energy Transfer LP | Add +0.8% | 0.40% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +30.5% | 0.47% | +0.06 |
| AVGO Broadcom Inc. | Add +9.4% | 0.20% | +0.06 |
| HGER Harbor Commodity All Weather | Add +25.9% | 0.36% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +9.7% | 0.93% | +0.05 |
| IHDG Wisdomtree International Hed | Add +26.0% | 0.34% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +26.2% | 0.36% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.3% | 0.32% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +23.4% | 0.17% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +33.2% | 0.16% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.41% | +0.02 |
| CTOS Custom Truck One Source Inc. | New | 0.02% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.9% | 0.27% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 0.56% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.16% | +0.01 |
| PM Philip Morris International | Add +8.5% | 0.29% | +0.01 |
| EPD Enterprise Products Partners | Add +0.1% | 0.24% | +0.01 |
| HDB HDFC Bank Ltd.-ADR | Add +7.5% | 0.14% | +0.01 |
| ARCC Ares Capital Corp. | Add +3.3% | 0.18% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +1.9% | 0.14% | +0.01 |
| TSLX Sixth Street Specialty Lendi | Add +3.5% | 0.19% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $610.8M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q1 2026 | 343 | $518.4M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q4 2025 | 260 | $469.6M | AAPL, NVDA, MSFT, AMZN, EVSD |
| Q3 2025 | 256 | $417.2M | AAPL, MSFT, NVDA, AMZN, EVSD |
| Q2 2025 | 259 | $383.0M | AAPL, MSFT, AMZN, NVDA, APO |
| Q1 2025 | 235 | $343.5M | AAPL, MSFT, AMZN, SCHD, APO |
| Q4 2024 | 218 | $330.1M | AAPL, MSFT, AMZN, APO, NVDA |
| Q3 2024 | 224 | $318.0M | AAPL, MSFT, AMZN, NVDA, APO |
| Q2 2024 | 227 | $290.5M | AAPL, MSFT, AMZN, NVDA, APO |